FINANCIAL EXPERTS WITH INTEGRITY
Proctor Wealth Associates are committed to helping our clients reach their financial goals. We work with expats around the world to save and build their wealth to secure a more sustainable future.
Get in Touchwhat we can do for you
As we work independently, we represent over 60 different financial institutions who are specialists for expatriate investments ensuring that your investment is tax efficient, achieving a good return, and is safe & secure.
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Tailored Financial Planning for Expatriates
Proctor Wealth Associates provide personalised financial planning to expatriates living and working all around the world. We are independent as we are not owned by a financial institution. Our financial planners work in conjunction within a fully regulated IFA network which has over £1 Billion under management and over 120 offices worldwide.
About UsWhat our clients say
Will has been our Financial Advisor for a number of years. His service is exemplary. With regular reviews, updates and flying out to meet us in person. He has proven to be very knowledgeable and will go out of his way to answer our questions and help us wherever possible. We cannot recommend Will and Proctor Wealth Associates enough.
Melanie Lipinski, Google Review
Proctor Wealth Associates have been a game changer for my long term investment plans, helping to evaluate risk appetite, tailoring a long term investment plan, regular check-ins and making sure things are set up right and maintained right. Highly recommended especially for expats.
Matt Porter, Google Review
I have been dealing with Proctor Wealth Associates for a number of years and its always been a pleasant experience due to their professionalism. They've done a great job looking after my investments and I'd gladly recommended them as I have done so to my extended contacts.
Geoff Power, Google Review
News Stories
Portugal Tax for Expats in 2026: An Honest Update After the NHR
Portugal's biggest expat tax change in fifteen years happened quietly in 2024, when the Non-Habitual Resident regime closed to new applicants. The replacement is much narrower than the marketing suggests. Add in last April's UK move to residence-based inheritance tax, and several guides still in circulation are now misleading new arrivals in important ways. Here's the current picture.
Cyprus Tax in 2026: What's Actually Changed for Expats After the Reform
Cyprus's biggest personal tax reform in years took effect on 1st January 2026, and the UK's residence-based inheritance tax regime took effect last April. Several Cyprus tax guides still doing the rounds online predate both. Here's a clean, current picture of how Cyprus actually taxes expats in 2026 — and where the older guides go wrong.
Why Your Slice of the US Market Might Be More Concentrated Than You Realise
Most expats who hold a "global tracker" think they're diversified. In 2026, more than a third of the S&P 500 sits in just seven names — and three of the biggest private companies in history may IPO before year-end at trillion-dollar tags. Worth opening the bonnet.
